This week’s feature: “Who Exactly is an Expert?”

This is the fifth in a series of articles describing what the Global Insurance Portal is all about.

In this article, we will discuss the importance of staffing our service teams with experts.

What exactly qualifies somebody as an expert, and do you really need one when buying insurance?

People tend to define expertise solely based on knowledge: product knowledge, tax laws, etc. But that doesn’t really address the bottom line from a consumer’s point of you.

People who buy insurance – whether it’s a simple term life insurance policy, or a complicated offshore asset protection vehicle – need more than simple knowledge. They want to work with somebody who can get it done, and provide exceptional value. It’s the product knowledge, but it’s also the carrier selection, comprehension of the marketplace, management of underwriting, leverage with the key players, etc.

But it’s even more than the total package required to get the right product of the right value in place. The shopping experience has to be first class. Convenience, courtesy, and communication are essential. Most important, the client needs to feel that the service team has his or her interests at heart.

At the end of the day the client should be able to say “my insurance service team took care of me!”

A true expert knows how to keep the client’s interest first and foremost.

In our next article, we will continue our discussion about the business standards upheld by the client service teams working through our Global Insurance Portal.

Our friend and colleague George Bailey runs a radio show that is committed to financial education for children. This is a truly noble mission because nothing is more important than giving the next generation the proper values and mindset for financial success.

George was kind enough to interview me recently. We talked about my own childhood and career, and the message I would like to send to upcoming consumers of financial products. He conducted a very professional interview, and we both enjoyed it immensely. I think you will too. Here’s the link:



Want to learn more?
Read my free guide, How To Get Great Life Insurance Rates and learn how you can get life insurance companies to compete for your business, at no risk or extra cost.